The last with Lawrence Fonnell starts right now. Hey Lawrence. >> Hey Jen.Uh we have uh Democratic leader of the House of Representatives Hakeim Jeff here uh for our version of the Democratic response tonight. >> Perfect. I can't wait to hear what he has to say about that fast talking live speech.It was >> well that's a that's a pretty good description of it. We're going to get right to it. Thanks Jen.>> Sounds good. >> Thank you. Thank you.>> Well, at the end of a day that began with David Remnik asking th ...

ANNOUNCER: NEWSMAKERS AND MARKET MOVERS. THIS IS "THE PULSE" WITH FRANCINE LACQUA. FRANCINE: GOOD MORNING EVERYONE AND WELCOME.INVESTORS ARE RETREATING FROM TECH AT OF KEY CENTRAL BANK DECISIONS SO WE DISCUSSED IN JUST A MOMENT WITH THE CHIEF EUROPEAN ECONOMIST BUT FIRST, WE STARTED GEOPOLITICS AND THE RUSSIAN INVASION OF THE RAIN. THE PRESIDENT OF THE EUROPEAN COMMISSION SAYS THE E.U. AIMS TO APPROVE FUNDING BY THE END OF THE DAY. FOR LONGER JOINED BY STEPHANIE BAKER . LET'S ALSO BRING IN OLIVER CROOK, BRI ...

US Treasuries edged higher on Thursday ahead of a US inflation report which policymakers and investors will be parsing for clues on the outlook for monetary policy next year. https://t.co/oVK0frcFm8 ...

美国股票市场正带着积极势头迈入2026年，背后更有众多看涨预测支撑。尽管许多人预测股票市场将迎 来第四年强劲上涨，但其仍需克服诸多潜在威胁。 首先，当前估值已显偏高，且领涨板块相对狭窄，这种格局本身就存在风险。人工智能领域的赢家能否 证明自身仍有上涨空间而非形成泡沫，将成为关键变量。 JPMorgan Wealth Management首席执行官Kristin Lemkau指出，"人工智能将重塑产业格局与投资机遇， 但也可能引发过度热潮的风险。" 许多乐观情绪取决于经济能否保持微妙的韧性平衡 —— 不至于过热到引发通胀或利率冲击。投资者也 会寄望于地缘政治局势足够平稳，从而避免供应链受到干扰。 来源：环球市场播报 Lemkau指出，"全球秩序正分裂为相互竞争的集团和供应链体系，这种碎片化意味着韧性和安全性比以 往任何时候都更为重要。" 诸多潜在风险因素表明，2026年市场可能出现回调和波动加剧，尤其当投资者群体如此执着于追逐市场 上涨时。以下将深入剖析乐观预期面临的挑战因素。 人工智能预期 人工智能变革仍是支撑美国及全球股票市场信心的核心叙事。 风险主要在于时机把握与投资回报。若人工智能的普及速度低于预期，或 ...

Core Insights - The article discusses the current market trends and potential investment opportunities within specific sectors, highlighting the importance of thorough analysis before making investment decisions [2]. Group 1: Market Trends - Recent market fluctuations have shown a significant impact on investor sentiment, with a notable increase in volatility observed in the tech sector [2]. - Analysts are focusing on the recovery patterns of various industries post-pandemic, particularly in consumer discretionary and travel sectors, which are showing signs of rebound [2]. Group 2: Investment Opportunities - There are emerging opportunities in renewable energy companies, driven by increased government incentives and consumer demand for sustainable solutions [2]. - The healthcare sector is also highlighted as a potential area for growth, especially companies involved in telehealth and biotechnology, which have gained traction during the pandemic [2]. Group 3: Risks and Considerations - Investors are advised to remain cautious of potential regulatory changes that could impact certain industries, particularly technology and finance [2]. - The article emphasizes the need for diversification in investment portfolios to mitigate risks associated with market volatility [2].

FRANKFURT, Germany (AP) — The European Central Bank left interest rates unchanged Thursday for the fourth meeting in a row as the economy in the 20 countries that use the euro increasingly looks strong enough to get by without the stimulus of lower borrowing costs for businesses and consumers. Bank President Christine Lagarde said that while the economy had remained “resilient,” there was too much uncertainty over trade and international conflicts to give any hints about future moves. “We reconfirmed th ...

Group 1 - The US Consumer Price Index (CPI) expectations led to significant institutional inflows into Bitcoin exchange-traded funds (ETFs), totaling $457.3 million on December 17 [1] - Fidelity's FBTC and BlackRock's IBIT were the primary contributors to the inflows, with amounts of $391.5 million and $111.2 million respectively [1] - In contrast, spot Ethereum ETFs experienced a net outflow of $22.4 million, marking their fifth consecutive outflow [2] Group 2 - Bitcoin's price exhibited high volatility, rising from $87,000 to over $90,000 before dropping below $86,000 within hours [2] - The global crypto market cap saw an increase of approximately $80 billion, followed by a decrease of around $120 billion in the same timeframe [2] - The volatility resulted in nearly $400 million in liquidations, affecting 123,200 traders [3] Group 3 - Historical data indicates that the US CPI report significantly impacts financial markets, including crypto, with a previous inflow of $931 million into Bitcoin-related products following the October CPI report [4] - José Torres, a senior economist, anticipates that the upcoming US CPI reading could initiate a "Santa Claus rally," predicting a year-over-year inflation rate of 2.9% for November [5] - The Bank of Japan is also set to release its national CPI report and announce its interest rate decision, which may further influence market dynamics [5]

Market Trends & Global Economy - Asian stocks are under pressure due to concerns over tech valuations, with MSCI Asia down approximately 4% [1] - U S inflation data is a key focus, with potential to stabilize markets if goods inflation peak is confirmed, possibly leading to more Fed cuts in 2026 [2] - The Bank of England (BOE) is expected to cut rates by 25 basis points, influencing UK stock gains and pound valuation [1] - The European Central Bank (ECB) is expected to hold rates, with focus on managing market expectations regarding future hikes amidst inflation below 2% [2] - European Union leaders are seeking to finalize a deal on unlocking frozen Russian assets to aid Ukraine, facing resistance and potential severe consequences for EU's global influence if unsuccessful [4][6] Company News & Financial Performance - BP appointed Meg O'Neill, Woodside's CEO, as its first female CEO, signaling a potential return to focus on natural gas and oil [1][2] - Oracle's stock moved due to news of Blue Owl Capital not being involved in data center funding, raising concerns about financing for AI infrastructure buildout [1][2] - Cybersecurity firm Exein raised 100 million euros in new funding, aiming for M&A expansion and targeting consumer cybersecurity [11][12] - Robinhood is expanding into prediction markets, noting systematic trading strategies and potential for institutional adoption [4] Monetary Policy & Interest Rates - The market is pricing in a BOE rate cut, with attention on the voting margin and potential for dovish signals [2] - The U K gilt market shows a divergence from European counterparts, with potential for further gains [5] - Germany's funding outlook, with an expected 140 billion dollars of net supply next year, is likely to drive Euro rates higher in 2026 [5] Geopolitical & Security Risks - The U S approved an 11 billion dollars arms sales package to Taiwan, likely to provoke a response from Beijing [4] - Cybersecurity risks are increasing due to geopolitical conditions, with potential for attacks causing physical damage to systems [15]

Financial Markets & Economy - Asian stocks fell, tracking Wall Street concerns [1][47] - US 10-year Treasury yield decreased by one basis point to 414.11% [4][49] - Markets anticipate the Bank of England (BOE) to cut interest rates by 25 basis points [5][21][50] - Gold's upward momentum may be tested, but the broader uptrend remains intact [6][51] - US President Trump announced plans to award over 1450 thousand military service members a special $1776 "Warrior Dividend" before Christmas [10] - The market is pricing in around 40 basis points of rate cuts after today's rate cut [60] Central Bank Decisions & Monetary Policy - The White House interviewed Christopher Waller as a potential Fed Chair, who supports more Fed rate cuts [4][49] - The BOE decision is expected, with market sentiment anticipating a 25 basis point cut [5][21][50] - Markets are closely watching the BOJ (Bank of Japan) [8][30] - The ECB (European Central Bank) is likely to hold rates steady, with new economic forecasts expected [84][85] Company News & Industry Specifics - BP appointed Meg O'Neil as CEO, making her the first female CEO in Big Oil [1][31] - Oracle is pulling out of a financing deal for a data center, raising concerns around AI valuations [2][7][53] - Woodside shares slid after Meg O'Neil's move to BP [30] - OpenAI is in talks to raise tens of billions of dollars at a $750 billion valuation [38] - Japan's Kirin Group is buying a majority stake in East African Breweries for $773 million [76][77] - Israel approved a $35 billion deal to supply natural gas to Egypt from 2026-2040 [74][75]

NEW YORK (AP) — U.S. stocks rose on Thursday following an encouraging report on inflation that could help the Federal Reserve keep cutting interest rates next year. A strong profit report from Micron Technology also helped AI stocks halt their sharp slides, at least for now. The S&P 500 climbed 0.8% and broke a four-day losing streak. The Dow Jones Industrial Average added 65 points, or 0.1%, and the strength for tech stocks sent the Nasdaq composite up a market-leading 1.4%. Some relief came from a rep ...